Southern Springs Newsletter
We’d like to welcome you to our very first Southern Springs newsletter.
We will be sending you regular newsletters moving forward to share important information and also keep you up-to-date on what’s happening with us.
In a recent interview by StyleBlueprint, we discussed the often-difficult conversation loved ones need to have regarding what to do about their finances and assets in the event one of them dies.
As we state in the article, an unfortunate percentage of surviving spouses do not have sufficient information about the family investments, assets, pensions or even bank accounts, and are therefore left without a clue after the death of their spouse.
That’s why we place such importance on discussing what to do should this happen to you. It’s our job to make sure you are prepared no matter what may happen, and we take it seriously.
As always, don’t hesitate give us a call to talk this topic over or to chat about any other financial questions you may have.
You can read the full interview here. Please feel free to share with your family and friends.
Best,
David Jackson, MBA, CFP®, C(k)P™
Managing Partner, SSCG
Senior Financial Advisor, RJFS
Martin Spears
Managing Partner, SSCG
Senior Financial Advisor, RJFS
